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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

U.S. stocks are trading lower today. The Nasdaq is down 1.4%, the Dow Jones Industrial Average is off 0.1% and the S&P 500 is down 0.6%. Here is what is driving the markets today: Worldwide bond selloff: An accelerating bond selloff in recent days has pushed some Treasury yields to levels not seen since 2007.

Micron stock is back above a closely watched moving average. The memory chipmaker's earnings exploded in June.

Investors drove memory-chip stocks higher on Monday for the fifth straight trading session. Micron, Sandisk and SK Hynix all advanced with vigor.

Micron shares are back with some momentum.

Micron's margins just hit levels the memory industry has never sustained, and Bank of America is betting they stay there long enough to turn today's skeptics into believers. Here is why that forecast is thrilling, dangerous, and worth taking seriously.

Micron (MU) stock traded around $966 on August 14, according to Yahoo Finance, extending a sharp snapback that pushed its shares back to the psychologically important $1,000 level. Investors are weighing a couple of different signals. For perspective, Micron stock has more than tripled this year, ...

Micron Technology (MU) broke ground on a new memory fab in July 2026 that will cost $9.3 billion and still not produce a single chip until 2028. That gap, years between shovel and shipment, is the real story behind every headline about the AI memory shortage. No amount of capital spending shortens ...
Investing.com -- In a note on Friday, New Street Research upgraded Micron Technology to buy with a $1,250 price target, arguing the memory maker's current run breaks from the industry's historical boom-and-bust pattern.

U.S. futures were flat lower after climbing in the previous session on soft inflation data.

Betting against AI still looks like a dangerous game. In particular, one fast-growing AI neocloud stock has surged more than 200% in 2026, as investors continue to pour money into companies facilitating the AI boom. Demand looked relentless, and the market’s been pricing in plenty more ...

The S&P 500 hit a new high amid lower oil prices. Workday and Sandisk lifted software and memory plays. Applied Materials fell late on earnings.

Applied Materials Inc. delivered an estimate-beating forecast that still got a lukewarm reaction from investors, a sign of the lofty hopes surrounding a company that’s key to the AI boom.

Inflation, earnings and chip stocks were top of mind for investors on Thursday.
Investor Day targets 50% free-cash-flow margins.

Cerebras is getting crushed after earnings while nearly every other AI chip and infrastructure name surges to fresh highs. What one company's bad day reveals about where this trade is actually headed matters more than the headline loss.

By Avinash P and Purvi Agarwal Aug 13 (Reuters) - The S&P 500 climbed to an intraday record high on Thursday, powered by advances in semiconductor and other heavyweight technology stocks, as a retreat

Stock Market Today: The Dow Jones index rises Thursday after surprise key inflation data. Cisco and AI stock Cerebras plunge on earnings.

The S&P 500 Index ($SPX ) (SPY ) is up +0.25%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.07%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.85%. September E-mini S&P futures (ESU26 ) are up +0.38%, and September E-mini Nasdaq futures (NQU26...
(Bloomberg) -- Memory-chip makers may have found a new defense against the inevitable cooling of their boom: giving more cash back to shareholders.Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIPakistan Says Deal Is Close Even as Iran, US Harden StancesChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentApple’s Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027SK Hynix Inc. l
SK Hynix staged one of the largest tech IPOs in history, then promptly handed investors a brutal loss within weeks. Now one Wall Street analyst is betting the selloff created exactly the kind of gap that turns patient buyers into big winners.
Micron Technology Inc (NASDAQ:MU)'s earnings power looks headed for a structural reset, according to UBS, which pointed to memory supply so tight that Nvidia was forced to de-spec its upcoming VR300 GPU. UBS said Nvidia was forced to scale back the amount of high bandwidth memory, or HBM, in...




